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Industrivarden AB (INDUA SS)
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83
Analysis
Financials
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Sweden
Industrivarden AB is an investment company. The Company's holdings consists of a portfolio of listed Nordic industrial companies.
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bearish
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Rio Tinto PLC
•
01 Feb 2024 19:04
Selected European HoldCos and DLC: January’24 Report
Discounts to NAV for covered holdcos mainly tightened in January. What seems interesting: Interesting trades: GBL vs. listed assets, Porsche SE...
Jesus Rodriguez Aguilar
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304 Views
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bullish
•
Grifols SA
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16 Jan 2024 18:56
Liquid Universe of European Ordinary and Preferred Shares: January‘24 Report
Since mid-December, spreads have generally tightened across our European liquid universe of ordinary and preferred shares. The spread of Grifols...
Jesus Rodriguez Aguilar
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269 Views
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bullish
•
Rio Tinto Ltd
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02 Jan 2024 06:45
Selected European HoldCos and DLC: December’23 Report
Discounts to NAV for covered holdcos have mainloy widened during December. What seems interesting: Porsche Automobile Holding and Rio DLC.
Jesus Rodriguez Aguilar
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497 Views
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bullish
•
Allianz
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08 Dec 2023 05:26
Buying Financials in Europe/UK; Buy Highlighted: $EUFN, Allianz, Banco Santander, Wise PLC, and More
Europe EURO $STOXX 50 in re-emerging as leadership, and Financials $EUFN are leading the charge within Europe/UK. Banks, insurance, and financial...
Vermilion Research
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416 Views
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bullish
•
Heineken NV
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04 Dec 2023 07:26
Selected European HoldCos and DLC: November’23 Report
Discounts to NAV of covered holdcos tightened in November. Interesting trades, in my view, include Heineken Holding vs. Heineken, Porsche SE vs....
Jesus Rodriguez Aguilar
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277 Views
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